Welcome to Wisdom Planning Center
Our mission is to help you build, protect and steward wealth in your life, impacting not only your life but future generations to come.
Life
Life insurance isn't just about preparing for the unexpected – it's also about ensuring your loved ones can keep living their best lives, even if you're not around to help out. Think of it as a financial superhero swooping in to save the day when it's needed most.
Wealth
Navigating finances can be intricate. Our aim is to assist clients in making informed decisions by acting as facilitators in the goal-setting process. Our method is crafted to bring transparency to the decision-making journey.
Health
We're the Medicare maestros, here to be your go-to health plan pals! Think of us as your personal guides through the Medicare maze, offering a laid-back, no-pressure approach. Let's keep it fun, simple, and full of confidence on your health journey!
Newsletters
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The United States Is Older Than Ever Before
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.